B.O.S.S. Retirement Advisors, LLC Ishares Core 10+ Year Usd Bond Transaction History

B.O.S.S. Retirement Advisors, LLC

$358 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	SELL	$48.89 - $54.14 $34,614 - $38,331	-708 Reduced 12.41%	4,998 $266 Million
Q2 2024 Jul 12, 2024	BUY	$48.11 - $50.91 $50,323 - $53,251	1,046 Added 22.45%	5,706 $284 Million
Q1 2024 Apr 29, 2024	SELL	$49.79 - $52.38 $30,770 - $32,370	-618 Reduced 11.71%	4,660 $245 Million
Q4 2023 Jan 25, 2024	BUY	$44.52 - $53.18 $234,976 - $280,684	5,278 New	5,278 $277 Million
Q4 2023 Jan 19, 2024	SELL	$44.52 - $53.18 $235,110 - $280,843	-5,281 Closed	0 $277 Million
Q4 2023 Jan 08, 2024	SELL	$44.52 - $53.18 $11,708 - $13,986	-263 Reduced 4.74%	5,281 $250 Million
Q3 2023 Oct 17, 2023	SELL	$47.23 - $52.75 $1,653 - $1,846	-35 Reduced 0.63%	5,544 $262 Million
Q2 2023 Jul 10, 2023	BUY	$51.07 - $54.42 $3,013 - $3,210	59 Added 1.07%	5,579 $293 Million
Q1 2023 Apr 17, 2023	BUY	$50.74 - $55.23 $280,084 - $304,869	5,520 New	5,520 $297 Million

Others Institutions Holding ILTB

# of Institutions

102

Shares Held

6.58M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.72M
Shares

$86.7 Million
0.01% of portfolio
Ae Wealth Management LLC

885K
Shares

$44.5 Million
0.41% of portfolio
Ameriprise Financial Inc Minneapolis, MN

410K
Shares

$20.6 Million
0.01% of portfolio
Focus Financial Network, Inc. Minneapolis, MN

324K
Shares

$16.3 Million
0.63% of portfolio
Wells Fargo & Company San Francisco, CA

275K
Shares

$13.8 Million
0.0% of portfolio

About ISHARES CORE 10+ YEAR USD BOND

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